Intuitive Machines Inc. Class A (LUNR) earnings date & stock reaction
LUNR · Intuitive Machines Inc. Class A · Industrials
Intuitive Machines Inc. Class A earnings date & time
Schedule
- Korea time (KST)
- Tue, November 10
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±7.0% · 12-report avg
What the market expects
Consensus EPS
$-0.11Coming in above this counts as a beat
“We delivered a strong quarter, highlighted by $206 million of revenue, more than four times the prior year, exited the quarter with approximately $1.8 billion of backlog.”
“Operating cash used was $60 million during the quarter... reflected strategic investments in long lead inventory to position for competitive awards.”
- ▲Record-breaking Backlog Growth
- Ending Q2 with a record $1.8 billion backlog, an increase of $1.5 billion from year-end 2025.
- Booked $920 million in new awards during Q2, marking the highest quarterly bookings in company history.
- ▲Significant Revenue Surge
- Q2 revenue reached $206 million, representing more than a 4x increase compared to the same period last year.
- Growth was driven by strong execution across spacecraft manufacturing, CLPS, and OMES programs.
- ▲Diversified Business Portfolio
- National Security revenue share expanded from 3% to 30% in Q2 2026.
- The company now maintains a balanced customer base across civil, commercial, and national security sectors.
- ▼Operating Losses and Cash Burn
- Reported an operating loss of $47 million in Q2, impacted by higher SG&A and IM-4 program adjustments.
- Operating cash usage was $60 million due to strategic inventory procurement and infrastructure investments.
- ▼Conservative Guidance and Revenue Conversion
- Maintained full-year revenue guidance of $900 million to $1 billion without an upward revision.
- Only 25-30% of the current backlog is expected to convert to revenue in 2026, indicating a measured pace of realization.
Intuitive Machines Inc. Class A (LUNR) rose the day after earnings in 5 of its last 12 reports (42%), moving ±7.0% on average. It has fallen despite beating the consensus estimate 5 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
5/7 beats fell next day · watches Contracts · missions
- Jun 2026 report+8.3%
- Mar 2026 report-7.2%
- Dec 2025 report-5.7%
- Sep 2025 report+10.1%
- Jun 2025 report-2.4%
- Mar 2025 report+1.7%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-13 | — | +8.3% | +2.1% |
| 3/2026 | 2026-05-14 | — | -7.2% | -6.2% |
| 12/2025 | 2026-03-19 | — | -5.7% | +1.7% |
| 9/2025 | 2025-11-13 | — | +10.1% | -7.0% |
| 6/2025 | 2025-08-07 | — | -2.4% | -10.6% |
| 3/2025 | 2025-05-13 | — | +1.7% | +2.4% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Intuitive Machines Inc. Class A earnings date?
The next Intuitive Machines Inc. Class A (LUNR) earnings report is expected Tue, November 10 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Intuitive Machines Inc. Class A's next earnings?
Analysts expect EPS of about $-0.11 for Intuitive Machines Inc. Class A (LUNR). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Intuitive Machines Inc. Class A (LUNR) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±7.0%.
Does Intuitive Machines Inc. Class A react more to the earnings numbers or to guidance?
In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Intuitive Machines Inc. Class A stock fall even when earnings are good?
Yes. In 1 of the last 12 reports, Intuitive Machines Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Intuitive Machines Inc. Class A stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 33% of the time. This tendency is known as post-earnings announcement drift.